account_balance
Investment manager · 13F filer · SEC CIK 1766530
Gladstone Institutional Advisory LLC
Reported value$3.49Bas of Sep 30, 2026
Positions988 143 new, 47 sold out
Top 10 weight20.8%AAPL alone is 3%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
3.1%Added +16%
NVDANVIDIA Corp
3.0%Added +7%
IVViShares Tr
2.4%
BUFRFirst Tr Exchng Traded Fd Vi
2.3%
VOOVanguard Index FDS
2.0%
SPYSPDR S&P 500 ETF Trust
1.8%Added +15%
MSFTMicrosoft Corp
1.7%Added +11%
SPTISPDR Series Trust
1.5%Added +10%
SPYMSPDR Series Trust
1.5%
AMZNAmazon.com Inc
1.5%Added +6%
IVWiShares Tr
1.4%
RDVYFirst Tr Exchange Traded Fd
1.3%+9%
AAPLApple Inc.
3.1%Added +16%
NVDANVIDIA Corp
3.0%Added +7%
IVViShares Tr
2.4%
BUFRFirst Tr Exchng Traded Fd Vi
2.3%
VOOVanguard Index FDS
2.0%
SPYSPDR S&P 500 ETF Trust
1.8%
MSFTMicrosoft Corp
1.7%
SPTISPDR Series Trust
1.5%
SPYMSPDR Series Trust
1.5%
IVW1.4%
RDVY
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 3.1% Added +16%NVDA NVIDIA Corp 3.0% Added +7%
IVV iShares Tr 2.4% Held
BUFR First Tr Exchng Traded Fd Vi 2.3% Held
VOO Vanguard Index FDS 2.0% Held
SPY SPDR S&P 500 ETF Trust 1.8% Added +15%MSFT Microsoft Corp 1.7% Added +11%SPTI SPDR Series Trust 1.5% Added +10%
SPYM SPDR Series Trust 1.5% Held
AMZN Amazon.com Inc 1.5% Added +6%IVW iShares Tr 1.4% Held
RDVY First Tr Exchange Traded Fd 1.3% Added +9%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.